See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,117 | $97,044+141.2% | $83,333+180.9% | $135,375+72.9% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -11.94% | 12.31%-24.2pp | 10.63%-22.6pp | 519.73%-531.7pp |
| Employer contribution / active EE | $5,723 | $4,143+38.1% | $3,379+69.4% | $4,779+19.8% |
| Participant deferral / active EE | $11,162 | $5,964+87.1% | $5,565+100.6% | $5,609+99.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |